Live Webinar: Blended Families, Family Trusts and the Bullet Proof Estate Plan

 

Date:  Monday 22nd October 2018 – Online:
Vic, NSW, ACT, Tas:  3pm to 4:30pm 
SA: 2.30pm to 4pm  WA: 12noon to 1:30pm 
NT: 1.30pm to 3pm  Qld: 2pm to 3:30pm

 ABOUT THE WEBINAR
Family trusts can be a useful generational planning tool, particularly when they involve blended families. This session examines how family trusts can be used to keep both the surviving spouse and adult children happy with the estate plan. It covers:

  • Use of life interests and rights of residency in the family trust to the surviving spouse:
  • Who bears the costs of the property - tenant or the family trust?
  • Creating income streams via trust resolutions versus creation of life interests
  • Life interests and the CGT consequences
  • Succession planning options for discretionary family trusts in a blended family
 PRESENTER
Our presenter

James Whiley, Special Counsel, Hall & Wilcox Lawyers, Sydney

James specialises in estate and succession planning for ultra-high and high net worth clients. He also has experience in estate and trust disputes including cross-border succession issues and conflicts, tax planning and related advice to trust structures for Australian and UK non-residents and probate and estate administration.

James enjoys guiding his clients through the difficult process of ensuring that their estate and succession planning affairs are dealt with comprehensively and compassionately to achieve their intentions in relation to their private wealth, and/or business. He listens to his clients and considers all the issues to understand them, before creating a bespoke strategy for their needs.

James is admitted as a solicitor in New South Wales and England and Wales. Originally from the UK, James had a senior role in the leading London private client team at international law firm, Gowling WLG advising the world’s wealthiest families and the banks and offshore trustees. He then moved to Sydney in 2013 to a succession and estate planning role at PWC and then to Bartier Perry where he was responsible for a large portfolio of high net worth clients.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD CERTIFICATE

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Lawyers can claim up to 1.5 CPD units/points – substantive law.  This webinar has been designed to run for 1.5 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1 hour.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBMOCT18
 Price:   $264.00 (Inclusive of GST)
© 2018 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.